Advisor Trend Monitor

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WealthManagement.com has teamed up with FUSE Research Network on an important series of research studies designed to explore advisor views on critical topics that are of special interest to the asset management community. The reports provide the reader with insights to what advisors are thinking to assist decision making. Each report comes with an analysis of findings written by FUSE as well as data tables of the survey results from WealthManagement.com.  

  • Aug 28, 2014
    Education

    2014 Advisor Trend Monitor Survey: Advisor Use of Alternative Investments  

    As more investors move into alternative investments in search of yield, diversification and return, this timely report provides an update on the use of these nontraditional asset classes....More
  • Jul 29, 2014
    Education

    Advisor Use of Financial Products  

    This timely report explores how advisors are dealing with product-related issues as the product landscape continues to evolve....More
  • Jan 8, 2014
    Education

    Advisor Plans for Retirement Income  

    This report takes a look at how prominent retirement income is at a firm and whether advisors consider themselves and/or their firms as retirement specialists....More
  • Jan 8, 2014
    Education

    Advisor Views on Firm Marketing Support  

    This report takes a look at how marketing support impacts business. Topics include, client acquisition, client retention, product knowledge and firm comfort/familiarity....More
  • Jun 6, 2013
    Education

    Advisor Trend Monitor: Advisor Perception of Wholesaler Value  

    Continuing its series of online surveys, WealthManagement.com just completed its 2013 Wholesalers Perception Survey. This survey targeted advisers, planners and other personnel at distribution firms for their views on the effectiveness of the wholesalers that call on them....More
  • Jun 6, 2013
    Education

    Advisor Trend Monitor Survey: Advisor Views on Wholesalers  

    In 2013, WealthManagement.com has teamed up with FUSE Research Network on this important series of research studies designed to explore advisor views on important topics that are of specific interest to the asset management community. The second report takes a look at advisor views on wholesalers....More
  • Jan 31, 2013
    Education

    Advisor Use of Alternative Investments  

    The first report in the Advisor Trend Monitor Series is "Advisor Use of Alternative Investments", which takes a look at advisor insights on issues criticial to asset managers....More
  • Jan 31, 2013
    Education

    Rep as Portfolio Manager  

    WealthManagement.com recently conducted an online survey of 333 advisors across various distribution channels for firsthand insights on trends in usage of Rep as Portfolio Manager platforms. The findings of this survey are presented in this report....More
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